4510 E Thousand Oaks Blvd
Westlake Village, CA 91362
         Phone:   805-497-9222

 

Integrated Technology

To stay ahead of the curve, at FWG we know technology is at the
forefront of the financial services industry.

Through strategic relationships with leading technology vendors our advisors have access to integrated platforms with cutting edge administrative tools, data aggregation services, customer relationship management, trading support and paperless environments to augment and maintain efficiency for their business.

Alternative Investment Insight

As a Financial Advisor on AI Insight, you will enjoy a wide-range of education and business-development tools that will help expand your knowledge and protect your practice. And, with easy access to both program-specific and generic education modules, you can easily do your part towards supporting your Broker Dealer’s regulatory compliance requirements.

Broadridge’s Investigo® Advisor Solution

You can spend less time managing client data—and more time making use of it—with Investigo®’s Smart Data Advisor Solution. In one easy-to-use web-based platform, you gain a powerful array of tools for data aggregation, reporting, client relationship management (CRM), online document management and practice management. You gain a single view of all of your clients’ assets 24 x 7 presented in the applications of your choice—eliminating the need to navigate through multiple data sources.

Laser App for the Advisor / Rep

Most financial planners have their customer data somewhere. And most planners are stuck filling out forms. Laser App Enterprise uses the data you already have to prefill forms for most of the companies you work with. Locating the forms you need from multiple websites is tedious and time consuming. Laser App keeps all of your forms centrally located and updated, so you don’t have to search your Broker/Dealer, fund company, insurance, annuity, or custodian websites.

Redtail - Powerful tools, seamlessly integrated

Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. Not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use and quick to deploy. Because Redtail CRM is delivered as a subscription service, financial professionals are able to focus on growing their business instead of managing software technology.

 

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